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THE ROBERT E & ROSEMARY PRICE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT E & ROSEMARY PRICE FOUNDATION INC (EIN 38-3247629)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202431289349102748
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-07T13:13:24-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351939627PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BADEN GAGE & SCHROEDER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16920 POINTE INVERNESS WAY 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP468047926ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383247629EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT E & ROSEMARY PRICEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone3139658300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 500 WOODWARD AVE SUITE 3500AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSEMARY PRICEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3139658300PhoneNum
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROSEMARYPersonFirstNm
Person LastPRICEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA J WOLF CPAPreparerPersonNm
PTINP01224592PTIN
Phone2604222551PhoneNum
Preparation2024-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,489,954FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$271,608DividendsRevAndExpnssAmt
Dividends Net Invst Incm$271,608DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$64,498NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,177,307GrossSalesPriceAmt
Other Income Rev And Expnss$1,934OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$108OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$209,044TotalRevAndExpnssAmt
Total Net Invst Incm$271,716TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$40,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$16,713LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,671LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$15,042LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$81,578OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$81,578OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,659TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,159TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$17,394OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$17,394OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$159,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$84,408TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$72,436TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$877,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$877,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,036,844TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$84,408TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$949,936TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$827,800ExcessRevenueOverExpensesAmt
Net Investment Income$187,308NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,782,324CashBOYAmt
Cash EOY$1,220,620CashEOYAmt
Cash EOYFMV$1,220,620CashEOYFMVAmt
Corporate Stock BOY$10,610,282CorporateStockBOYAmt
Corporate Stock EOY$8,965,840CorporateStockEOYAmt
Corporate Stock EOYFMV$10,854,862CorporateStockEOYFMVAmt
Other Investments BOY$6,366,280OtherInvestmentsBOYAmt
Other Investments EOY$4,334,055OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,414,472OtherInvestmentsEOYFMVAmt
Total Assets BOY$18,758,886TotalAssetsBOYAmt
Total Assets EOY$14,520,515TotalAssetsEOYAmt
Total Assets EOYFMV$15,489,954TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$17,825,696CapitalStockBOYAmt
Capital Stock EOY$17,825,696CapitalStockEOYAmt
Retained Earning BOY$933,190RetainedEarningBOYAmt
Retained Earning EOY-$3,305,181RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,758,886TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,520,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,758,886TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,520,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,758,886TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$827,800ExcessRevenueOverExpensesAmt
Subtotal$17,931,086SubtotalAmt
Other Decreases$3,410,571OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,520,515TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,062,167$3,130,292-$68,125-$68,125
PUBLICLY TRADED SECURITIESP$15,297$14,396$901$901
PUBLICLY TRADED SECURITIESP$98,946$97,117$1,829$1,829
PUBLICLY TRADED SECURITIESP$482$482$482
FieldValueIRS element (for citing)
Capital Gain Net Income-$64,498CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,604InvestmentIncomeExciseTaxAmt
Subtotal$2,604SubtotalAmt
Tax Based On Investment Income$2,604TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,254EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,254TotalPaymentsAndCreditsAmt
Tax Due$350TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CLARK HILL PLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3139658300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 WOODWARD AVE SUITE 3500AddressLine1Txt
CityDETRIOTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48229ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
C R HACKWORTHY
970 CAPE MARCO DRIVEBELIZE UNIT 50MARCO ISLANDFL34145TREASURER/SE0.50$0$0$0
ROSEMARY PRICE
970 CAPE MARCO DRIVEBELIZE UNIT 50MARCO ISLANDFL34145PRESIDENT0.50$40,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,839,154AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,594,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,972,216FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,405,486TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,405,486AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$231,082CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,174,404NetVlNoncharitableAssetsAmt
Minimum Investment Return$758,720MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$758,720MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,604TaxBasedOnInvestmentIncomeAmt
Total Tax$2,604TotalTaxAmt
Distributable Before Adj$756,116DistributableBeforeAdjAmt
Distributable Before Ded$756,116DistributableBeforeDedAmt
Distributable As Adjusted$756,116DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$949,936ExpensesAndContributionsAmt
Qualifying Distributions$949,936QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$756,116DistributableAsAdjustedAmt
Undistributed Income PY$902,063UndistributedIncomePYAmt
Qualifying Distributions$949,936QualifyingDistributionsAmt
Applied To Year1$902,063AppliedToYear1Amt
Applied To Current Year$47,873AppliedToCurrentYearAmt
Undistributed Income CY$708,243UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
DETRIOT PIT CREW DOG RESCUE
26336 VAN DYKE AVECENTER LINEMI48015PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
FISH AND LOAVES FOOD PANTRY
25670 NORTHLINE ROADTAYLORMI48180PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
GREATER HILLSDALE HUMANE SOCIETY
3881 TRIPP DRIVEOSSEOMI49266PUBLIC CHARIGENERAL OPERATING SUPPORT$15,000
HOPE ACADEMY
2300 CHICAGO AVENUEMINNEAPOLISMN55404PUBLIC CHARIGENERAL OPERATING SUPPORT$76,500
MSU ENGINEERING DEPARTMENT
428 S SHAW LANEEAST LANSINGMI48824PUBLIC CHARIEDUCATIONAL FOR COLLEGES$15,000
UNIVERSITY OF THE CUMBERLANDS
6178 COLLEGE STATION DRIVWILLIAMSBURGKY40769PUBLIC CHARIEDUCATIONAL FOR COLLEGES$20,000
CROSSWELL OPERA HOUSE
129 E MAUMEE STREETADRIANMI49221PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
TOLEDO GREATER HUMANE SOCIETY
827 ILLINOIS AVENUEMAUMEEOH43537PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRTRIANGLEVA22172PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000
MORGAN STANLEY GLOBAL IMPACT
2000 WESTCHESTER AVENUEPURCHASENY10577PUBLIC CHARIGENERAL OPERATING SUPPORT$380,000FUNDING TRUST INC (MORGAN STANLEY GIFT)
SPREADING HOPE NETWORK
PO BOX 6381MINNEAPOLISMN55406PUBLIC CHARIGENERAL OPERATING SUPPORT$25,000
ONE STOP STUDENT SERV
2901 UNIVERSITY AVE 7155GRAND FORKSND58202PUBLIC CHARIGENERAL OPERATING SUPPORT$10,000MEMORIAL UNION ROOM 302
PGHHS
3150 LIVERNOIS SUITE 102TROYMI48083PUBLIC CHARIEDUCATIONAL$6,000
BUILDING BEDS 4 KIDS
14241 W ELEVEN MILE RDOAK PARKMI48237PUBLIC CHARIGENERAL OPPERATING SUPPORT$10,000
LENAWEE HUMANE SOCIETY
705 W BEECHER STADRIANMI49221PUBLIC CHARIGENERAL OPERATING SUPPORT$250,000
SIENNA HEIGHTS UNIVERSITY
1247 E SIENA HEIGHTS DRADRIANMI49221PUBLIC CHARIEDUCATIONAL FOR COLLEGES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$877,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$271,608ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$108ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$64,498ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion1ExclusionCd
Exclusion$1,826ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$209,044ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$209,044TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY A/N 308, 627, 628$5,878,893$7,767,915
PRIMORE, INC$3,086,947$3,086,947

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY - FIXED INCOMEAT COST$4,159,740$3,214,980
MORGAN STANLEY - OTHER ASSETSAT COST$174,315$199,492

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCLARK HILL PLCCategoryTxt
Legal Fees$16,713LegalFeesAmt
Net Investment Income$1,671NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,042DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO ASSET VALUESDesc
Amt$3,410,571Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
HUMANE SOCIETY EVENT EXPENSE$17,394$17,394

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME$108$108
OTHER INCOME$1,826

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$81,578Amt
Net Investment Income$81,578NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID MORGAN 611$1,159$1,159
US TREASURY$2,500

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRIMORE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12304 W BEECHER ROADAddressLine1Txt
CityADRIANCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49221ZIPCd
FieldValueIRS element (for citing)
EIN381503439EIN
DescRETURN OF CAPITAL - CASHDesc
Amt$4,115,736Amt
FieldValueIRS element (for citing)
Total$4,115,736TotalAmt

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